Financial Gravity Asset Management’s Shinhan Financial Group SHG Stock Holding History

Financial Gravity Asset Management’s Portfolio SHG Stock Details SHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$34K	Hold	19	–	–	0.02%	675
2021 Q2	$36K	Buy	+19	New	+$682	0.01%	670
2019 Q4	$38K	Hold	3	–	–	0.03%	769
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1504
2019 Q2	$0	Sell	3 -1	-25%	-$39	﹤0.01%	1608
2019 Q1	$0	Buy	+4	New	+$150	﹤0.01%	1518
2018 Q3	$0	Hold	9	–	–	﹤0.01%	1588
2018 Q2	$0	Buy	9 +3	+50%	+$128	﹤0.01%	1582
2018 Q1	$0	Buy	+6	New	+$272	﹤0.01%	1487

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Financial Gravity Asset Management's SHG Position: Q3 2021 in Review

Financial Gravity Asset Management held its Shinhan Financial Group (SHG) position steady in Q3 2021 at 19 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #675.

Financial Gravity Asset Management first reported a position in SHG in Q1 2018 and has held it in 9 quarters since. The position peaked at $38K in Q4 2019. 139 funds tracked by Wall St. Rank hold SHG as of Q3 2021.

Financial Gravity Asset Management held 19 shares of Shinhan Financial Group worth $34K as of Q3 2021.
Financial Gravity Asset Management left its Shinhan Financial Group share count unchanged in Q3 2021.
Shinhan Financial Group made up 0.02% of Financial Gravity Asset Management's portfolio in Q3 2021, its #675 holding.
Financial Gravity Asset Management first reported a position in Shinhan Financial Group in Q1 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's Shinhan Financial Group position peaked at $38K in Q4 2019.
139 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.